-48.5%
JOBY vs VSH
+118.1%
-166.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.3% | -3.9% |
| 7D | -3.4% | +4.1% | -7.5% | -5.2% |
| 30D | -13.6% | -4.2% | -9.4% | -12.6% |
| 3M | -39.5% | -50.0% | +10.5% | -18.8% |
| 6M | -31.9% | +80.2% | -112.0% | -51.0% |
| YTD | -48.9% | +121.1% | -170.0% | -68.5% |
| 1Y | -48.5% | +112.0% | -160.5% | -65.4% |
| All | -48.5% | +118.1% | -166.7% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling